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Charles R & Rena W Fondersmith Charitable Trust

  • Hamilton, OH
  • Tax-exempt since March 2017
  • EIN: 31-6265830

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$231k (2024)

Expenses
$175k (2024)

Total Assets
$2.69M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$231,084
Expenses
$174,569
Net Income
$56,515
Net Assets
$2,694,606
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,025
1.3%
Dividends $103,910
45.0%
Sales of Assets $124,149
53.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $149,519
85.7%
Compensation of Officers* $39,559
22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,694,606
Total Liabilities $0
Net Assets $2,694,606
Compensation
Key Employees and Officers Compensation Other
First Financial Bank (Trustee) $39,559 $0

Document Links

990-PF
Filed on April 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$159,232
Expenses
$183,983
Net Income
-$24,751
Net Assets
$2,638,508
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,359
1.5%
Dividends $87,321
54.8%
Sales of Assets $69,552
43.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $160,986
87.5%
Compensation of Officers* $37,944
20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,638,508
Total Liabilities $0
Net Assets $2,638,508
Compensation
Key Employees and Officers Compensation Other
First Financial Bank (Trustee) $37,944 $0

Document Links

990-PF
Filed on March 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$24,589
Expenses
$207,660
Net Income
-$232,249
Net Assets
$2,663,260
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $494
Dividends $91,136
Sales of Assets -$116,219
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $177,508
85.5%
Compensation of Officers* $39,456
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,663,260
Total Liabilities $0
Net Assets $2,663,260
Compensation
Key Employees and Officers Compensation Other
First Financial Bank (Trustee) $39,456 $0

Document Links

990-PF
Filed on April 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$284,346
Expenses
$189,102
Net Income
$95,244
Net Assets
$2,897,719
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $31
0.0%
Dividends $106,207
37.4%
Sales of Assets $178,108
62.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $162,545
86.0%
Compensation of Officers* $43,269
22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,897,719
Total Liabilities $0
Net Assets $2,897,719
Compensation
Key Employees and Officers Compensation Other
First Financial Bank (Trustee) $43,269 $0

Document Links

990-PF
Filed on April 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,364
Expenses
$184,610
Net Income
-$93,246
Net Assets
$2,803,173
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $360
0.4%
Dividends $87,047
95.3%
Sales of Assets $3,957
4.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $160,549
87.0%
Compensation of Officers* $38,634
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,803,174
Total Liabilities $1
Net Assets $2,803,173
Compensation
Key Employees and Officers Compensation Other
First Financial Bank (Trustee) $38,634 $0

Document Links

990-PF
Filed on May 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$155,590
Expenses
$185,639
Net Income
-$30,049
Net Assets
$2,898,067
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,025
0.7%
Dividends $83,536
53.7%
Sales of Assets $70,885
45.6%
Other Income $144
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $160,739
86.6%
Compensation of Officers* $37,668
20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,898,068
Total Liabilities $1
Net Assets $2,898,067
Compensation
Key Employees and Officers Compensation Other
First Financial Bank (Trustee) $37,668 $0

Document Links

990-PF
Filed on April 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$204,233
Expenses
$181,745
Net Income
$22,488
Net Assets
$2,928,570
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $517
0.3%
Dividends $84,675
41.5%
Sales of Assets $119,041
58.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $157,174
86.5%
Compensation of Officers* $38,168
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,928,570
Total Liabilities $0
Net Assets $2,928,570
Compensation
Key Employees and Officers Compensation Other
First Financial Bank (Trustee) $38,168 $0

Document Links

990-PF
Filed on April 30, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$403,602
Expenses
$147,303
Net Income
$256,299
Net Assets
$2,948,601
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $202,044
50.1%
Interest Revenue $5
0.0%
Dividends $75,924
18.8%
Sales of Assets $122,641
30.4%
Other Income $2,988
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,748
89.4%
Compensation of Officers* $25,627
17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,948,601
Total Liabilities $0
Net Assets $2,948,601
Compensation
Key Employees and Officers Compensation Other
First Financial Bank (Trustee) $25,627 $0

Document Links

990-PF
Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$137,730
Expenses
$152,481
Net Income
-$14,751
Net Assets
$2,690,704
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $80,574
58.5%
Sales of Assets $57,075
41.4%
Other Income $78
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $122,495
80.3%
Compensation of Officers* $25,444
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,690,704
Total Liabilities $0
Net Assets $2,690,704

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$407,943
Expenses
$143,622
Net Income
$264,321
Net Assets
$2,707,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $66,474
16.3%
Sales of Assets $341,466
83.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,426
88.0%
Compensation of Officers* $24,470
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,707,045
Total Liabilities $0
Net Assets $2,707,045

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,037
Expenses
$130,461
Net Income
-$23,424
Net Assets
$2,442,714
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $83,550
78.1%
Sales of Assets $23,484
21.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,123
87.5%
Compensation of Officers* $23,532
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,442,714
Total Liabilities $0
Net Assets $2,442,714

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,153
Expenses
$140,199
Net Income
-$30,046
Net Assets
$2,466,137
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $100,027
90.8%
Sales of Assets $10,122
9.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,466
85.9%
Compensation of Officers* $22,228
15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,466,137
Total Liabilities $0
Net Assets $2,466,137

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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